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Valeo Financial Advisors’s Ally Financial ALLY Stock Holding History

Valeo Financial Advisors’s Portfolio ALLY Stock Details ALLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-20,412
Closed -$165K – 521
2022
Q1 		$165K Buy
+20,412
New +$964K 0.01% 558
2021
Q2 		– Sell
-320
Closed -$14K – 561
2021
Q1 		$14K Sell
320
-257
-45% -$10.8K ﹤0.01% 1267
2020
Q4 		$21K Sell
577
-765
-57% -$23.1K ﹤0.01% 1009
2020
Q3 		$34K Sell
1,342
-342
-20% -$7.64K ﹤0.01% 771
2020
Q2 		$33K Buy
1,684
+1,144
+212% +$19.5K ﹤0.01% 874
2020
Q1 		$8K Buy
+540
New +$14.2K ﹤0.01% 1155
2018
Q4 		– Sell
-35
Closed -$1K – 1471
2018
Q3 		$1K Hold
35
– – ﹤0.01% 1572
2018
Q2 		$1K Buy
+35
New +$934 ﹤0.01% 1418

Other funds holding ALLY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $5.91B AUM 42.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return